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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,530 | $104,116-63.0% | $71,089-45.8% | $135,380-71.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -7.88% | 1256.51%-1264.4pp | 650.65%-658.5pp | 519.81%-527.7pp |
| Employer contribution / active EE | $3,037 | $1,485+104.5% | $1,088+179.2% | $4,779-36.5% |
| Participant deferral / active EE | $4,121 | $2,524+63.3% | $1,873+120.1% | $5,609-26.5% |
| Admin fee / account holder | $339 | $4,142-91.8% | $3,082-89.0% | $10,828-96.9% |